Your nationally connected
team of advisors.

We’re here to be your partners in financial, tax and
estate planning and comprehensive wealth management.

Choreo Advisors

Find your personal
wealth advisor today.

Cedar Rapids

Iowa
329 12th Ave SE Suite 100 Cedar Rapids, IA 52401 Directions
Iowa

Kimberly Hillyard

Managing Director, Wealth Management

Cedar Rapids, IA

Michael Thomas

Senior Director, Wealth Management

Cedar Rapids, IA

Erin Christy

Senior Director, Wealth Management

Cedar Rapids, IA

Michael Giudici

Senior Director, Wealth Management

Cedar Rapids, IA

Serving Davenport and the
surrounding communities

Ashley Fowler

Associate Director, Wealth Management

Cedar Rapids, IA

Tim Wesbrook

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Cedar Rapids, IA

Nicholas Billings

ASSOCIATE, WEALTH MANAGEMENT

Cedar Rapids, IA

At Choreo, our team of advisors, based in Cedar Rapids, Iowa, serves clients nationwide. As your trusted partner in a shared vision, we deliver financial planning and wealth management services that are personalized to your needs, backed by a deep understanding of Cedar Rapids and the broader Iowa community.

Connect With Us

Contact us today to begin your wealth management partnership.

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OUR PROCESS

From start to finish,
we’re in it together.


Financial fulfillment takes many different forms. From our
initial meeting to ongoing strategy refinements, we focus on
more than ‘just the numbers’ to help fully understand your
unique circumstances as we create a wealth management
strategy customized to your financial goals.

Listen

We align on your goals and vision for the future

Plan

We’ll create a strategy for you that speaks to your individual needs

Activate

We’ll put your financial plan into action and monitor its impact

Optimize

We refine the strategy based on your needs and an evolving financial environment

THE CHOREO TEAM

Discover how working with a 
Choreo advisor creates real impact.